+43.6%
ZM vs ONTO
+696.1%
-652.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.6% |
| 7D | -5.7% | +4.9% | -10.6% | -6.5% |
| 30D | -9.1% | -16.6% | +7.5% | -6.7% |
| 3M | +3.5% | -7.3% | +10.9% | +2.4% |
| 6M | +25.7% | +45.9% | -20.3% | +12.7% |
| YTD | +10.8% | +78.2% | -67.4% | -5.2% |
| 1Y | +12.8% | +159.8% | -147.1% | -11.4% |
| 3Y | +33.1% | +123.4% | -90.3% | -3.3% |
| 5Y | -68.3% | +265.8% | -334.1% | -79.8% |
| All | +43.6% | +696.1% | -652.5% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling